BDR (Fintech)

TL;DR

BDR (Fintech): Building an outbound and inbound sales pipeline for a fast-growing financial technology platform with an accent on prospecting, lead qualification, and selling to SMB and mid-market businesses. Focus on cold calling CFOs and other C-level executives, overcoming objections, and maintaining accurate CRM and pipeline data.

Location: On-site in San Francisco, with a remote option for US-based candidates willing to travel to offsites and regional events.

Salary: $80,000–$100,000 base; $120,000–$150,000 OTE, plus equity.

Company

A recruiting partner places this role with a fast-growing fintech startup building a unified platform of financial products for businesses.

What you will do

• Build outbound pipeline through cold calling, prospecting, and targeted account research.
• Respond to and qualify inbound leads, booking discovery calls for Account Executives.
• Target SMB and mid-market businesses, including construction, services, and companies with more than $30M in assets.
• Create prospect lists and manage sequencing with Apollo, Clay, Salesforce, HubSpot, Gong, and JustCall.
• Handle objections and engage CFOs and other C-level executives.
• Maintain accurate CRM records and pipeline data while participating in offsites and regional events.

Requirements

• 1–2 years of outbound SDR or BDR experience in B2B SaaS or fintech.
• Experience selling to SMBs, mid-market businesses, or CFOs.
• Proven record of meeting or exceeding quotas or sales targets.
• Strong cold-calling and objection-handling skills.
• Proficiency with Salesforce, Apollo, or similar CRM and sequencing tools.
• Must be based in the United States; San Francisco is preferred for the on-site role, while remote work requires travel to offsites.

Culture & Benefits

• Competitive base salary, OTE, and equity upside.
• Structured sales training designed to reduce ramp time.
• Clear progression path from BDR to Account Executive.
• Fast-paced, competitive environment with experienced fintech and sales professionals.
• Choice of working in person in San Francisco or remotely within the United States.